Vinay Iyengar
@VinIyengar
building @anansicapital, alum @harvard, he/him 🏳️🌈
加入 May 2011
1.2K 正在关注 4.9K 粉丝
100m post seems to be the clearing price now for a “hot” seed deal in the Valley. With zero product, zero traction.
It makes zero sense to me how investors are underwriting this. I have a suspicion the ‘26 vintage will be terrible.
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